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Paraplanner - Boutique Wealth Firm
Remote / Online - Candidates ideally in
Leicester, Leicestershire, LE1, England, UK
Listed on 2026-06-29
Leicester, Leicestershire, LE1, England, UK
Listing for:
Phoenix Talent Partners
Full Time, Part Time, Remote/Work from Home
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst
Job Description & How to Apply Below
Phoenix Talent Partners is seeking a qualified Paraplanner for a boutique wealth management practice in Cheshire, offering a competitive salary and benefits package. The role involves preparing suitability reports, conducting technical research, and supporting advisers in delivering bespoke financial planning solutions.
Applicants should have a Level 4 Diploma, previous Paraplanner experience, and strong communication skills. The position includes flexible working arrangements and opportunities for professional development.
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